Evan Mccoy is a registered investment advisor at Blue Financial, based in Charlotte, NC. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 324 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees may be negotiable based on certain criteria.
Fee Estimator
Location
5970 Fairview Road, Suite 400, Charlotte, NC, 28210
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Evan is a financial consultant at Florida Financial Advisors and a registered representative at Trinity Wealth Securities, LLC, dedicating full-time hours to each. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Blue Financial
Previous Registrations
Florida Financial Advisors, LLC
Trinity Wealth Securities, L.L.C.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.